See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,170 | $104,251-87.4% | $91,001-85.5% | $147,584-91.1% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.6%-50.6pp | 82.8%-57.8pp |
| Annual return | 19.60% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,178 | $3,116-62.2% | $2,456-52.0% | $4,876-75.8% |
| Participant deferral / active EE | $2,199 | $4,195-47.6% | $3,547-38.0% | $5,439-59.6% |
| Admin fee / account holder | $113 | $8,948-98.7% | $5,417-97.9% | $10,885-99.0% |